How to automate your income & expense tracking

Make it faster, easier and more accurate

This is available on the Growing Business or Established Entrepreneur plans

Manually capturing income and expenses each time you get paid or make a payment can be painstakingly tedious work. Ain’t nobody got time for that. So why not automate it? Connecting your bank account to stub will allow us do all the heavy lifting for you.

As much as automating your income and expense tracking saves you time and effort, a huge plus is that it can also make your records that much more accurate. You won’t have to sift through lengthy bank statement pages trying to make sure you don’t miss a line item.

Connecting your bank account to stub

When you securely connect your bank accounts to stub, it's easy to keep track of the money coming in (and out) of your business. Once connected, stub will sync with your bank and we will automatically create income and expenses straight from your imported bank transactions and all you'll have to do is watch as they flow in.

Banks that can connect with stub

We have upped our game and you can now connect to a wide variety of banks. For all you South Africans, you can connect to all major South African Banks. Yay!

  • Absa Bank Limited
  • First National Bank
  • Standard Bank
  • Capitec Business (Capitec Personal accounts cannot be synced at the moment)
  • Nedbank
  • TymeBank
  • Investec

How long does it take to set up?

Just a few minutes - honestly.

  1. Make sure you are on stub’s Growing Business Plan
  2. Log in to your stub profile
  3. Head on over to Accounts and once you’re there it’s a simple step-by-step process to add, login and connect or disconnect your bank account (you can manage all the bits there).
  4. We’ll take it from there! As soon as your account is connected we will import all your transactions and create income and expenses in just a few ticks

When you connect your account for the first time, transactions will be imported for the past 3 months from the date you connect. So if you connect your account on the 6th of June 2024, transactions will be imported back from the 6th of March 2024.

❗In stub, transactions generally update every few hours, but this is determined by your bank. Some banks may only make new transaction data available every 3-5 business days.

If you ever need an extra guiding hand to help you out, please don’t hesitate to reach out to us at We’d love to hear from you and get you set up and running.